Recruit and Organize

Learn about Gatherings, Events, and Assignment Schedules.

27 articles in this collection
Written by Amanda

Background Checks

Background Checks

Learn how to run US background checks with Checkr and keep track of status in Timecounts.

Written by Amanda
Updated over a week ago

Opportunities Overview

Understanding the Difference Between a Gathering and an Event

Learn when to use a gathering vs an event when scheduling volunteers.

Written by Amanda
Updated over a week ago

Understanding the Difference Between Event Roles and Assignments

Learn why there are two types of Roles and how they work with scheduling.

Written by Amanda
Updated over a week ago

Setting Activity Privacy and Permissions

How to change who can see and sign up for activities.

Written by Amanda
Updated over a week ago

Duplicating Events and Gatherings, Extending Assignment Schedules

Learn how to create ongoing schedules and duplicate events to save time when adding new schedules.

Written by Amanda
Updated over a week ago

Publishing a Schedule with Repeating Shifts

How to create shifts that repeat every day, week or set a custom repeating pattern for event and assignment schedules.

Written by Amanda
Updated over a week ago

Gatherings

Managing signups for gatherings

Written by Amanda
Updated over a week ago

Events

Creating an Event Application

Learn how to design an event application.

Written by Amanda
Updated this week

Creating an Event Schedule

Learn how to build an event schedule with shifts, roles, and locations.

Written by Amanda
Updated this week

Managing an Event

Learn how to review incoming applications and shift requests.

Written by Amanda
Updated this week

Inviting People to an Event

How to share your event and invite volunteers to signup.

Written by Amanda
Updated over a week ago

Scheduling an Event Without Publishing a Signup Page

Learn how to keep an event private and assign volunteers to shifts.

Written by Amanda
Updated over a week ago

Publishing and Changing the Status of an Event

Learn how to publish, cancel, or delete an event.

Written by Amanda
Updated over a week ago

Assignments

Introduction to Assignments

Learn how to create and design an assignment application.

Written by Amanda
Updated this week

Opening and Closing Assignment Applications

Learn how to open assignment applications so they are available for signups.

Written by Amanda
Updated over a week ago

Qualifying People for Assignments

Learn about managing the assignment pipeline to qualify and unqualify volunteers.

Written by Amanda
Updated over a week ago

Schedules for Assignments

Creating an Assignment Schedule

Written by Amanda
Updated this week

Managing an Assignment Schedule

Written by Amanda
Updated over a week ago

Scheduling 101

Understanding the Schedule Views and Filtering

How to filter the schedule by role, status, location and switch calendar views.

Written by Amanda
Updated over a week ago

Schedule FAQs

Frequently asked questions when scheduling.

Written by Amanda
Updated over a week ago

Optional Reference

How and when to use the Optional Reference field when creating a new shift.

Written by Amanda
Updated over a week ago

Set a Cutoff Time for Volunteers to Cancel

Customize Your Cancellation Limits.

Written by Amanda
Updated over a week ago

How to Limit the Number of Volunteers

Learn how to set a minimum and maximum for shifts and events.

Written by Amanda
Updated over a week ago

Editing Shift Details

Learn how to edit and change a shift within the schedule.

Written by Amanda
Updated over a week ago

Cancelling Shifts

Learn how to cancel or remove a shift from a schedule.

Written by Amanda
Updated over a week ago

Waitlisting Shifts

Learn about setting waitlist preferences in a shift and how to add or remove a volunteer from the waitlist.

Written by Amanda
Updated over a week ago

Deleting Shifts, Roles, and Locations

How to delete shifts, roles, and locations within a schedule.

Written by Amanda
Updated over a week ago